EWS
Evergreen Wealth Solutions’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-784
| Closed | -$254K | – | 105 |
|
|
2024
Q3 | $254K | Sell |
784
-499
| -39% | -$162K | 0.17% | 92 |
|
|
2024
Q2 | $355K | Sell |
1,283
-932
| -42% | -$258K | 0.25% | 79 |
|
|
2024
Q1 | $653K | Sell |
2,215
-80
| -3% | -$23.6K | 0.48% | 47 |
|
|
2023
Q4 | $550K | Buy |
2,295
+154
| +7% | +$36.9K | 0.47% | 53 |
|
|
2023
Q3 | $489K | Sell |
2,141
-25
| -1% | -$5.71K | 0.49% | 59 |
|
|
2023
Q2 | $531K | Buy |
2,166
+316
| +17% | +$77.5K | 0.54% | 59 |
|
|
2023
Q1 | $442K | Sell |
1,850
-166
| -8% | -$39.7K | 0.51% | 63 |
|
|
2022
Q4 | $488K | Buy |
2,016
+3
| +0.1% | +$726 | 0.64% | 52 |
|
|
2022
Q3 | $410K | Buy |
2,013
+510
| +34% | +$104K | 0.58% | 56 |
|
|
2022
Q2 | $291K | Buy |
1,503
+104
| +7% | +$20.1K | 0.36% | 86 |
|
|
2022
Q1 | $287K | Buy |
1,399
+64
| +5% | +$13.1K | 0.28% | 81 |
|
|
2021
Q4 | $291K | Buy |
+1,335
| New | +$291K | 0.26% | 80 |
|